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Concorde Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Concorde Asset Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,580
Closed -$266K – 249
2025
Q3 		$266K Buy
+2,580
New +$266K 0.11% 176

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Concorde Asset Management's STIP Position: Q4 2025 in Review

Concorde Asset Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,580 shares — an estimated $266K sold.

Concorde Asset Management first reported a position in STIP in Q3 2025 and held it in 1 quarter. The position peaked at $266K in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Concorde Asset Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Concorde Asset Management sold 2,580 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $266K.
  • Concorde Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
  • Concorde Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $266K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Concorde Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.